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Formatter by Zapier + Jotform

Process new signed documents in Jotform and utilize utilities in Formatter by Zapier

Efficiently handle new signed documents from Jotform with this workflow. When a document is signed in Jotform, the automation will trigger the Utilities action in Formatter by Zapier to format and process the data as needed. This will save you time and ensure a consistent approach to managing your signed documents.

Efficiently handle new signed documents from Jotform with this workflow. When a document is signed in Jotform, the automation will trigger the Utilities action in Formatter by Zapier to format and process the data as needed. This will save you time and ensure a consistent approach to managing your signed documents.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • TransformRequired

    Action
    Write
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • TransformRequired

    Action
    Write
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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Help

Related categories

  • Documents
  • Zapier
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